01Consulting Storyline Deck

A phased onboarding upgrade can shorten time to value.

A decision case for automating customer onboarding at Fictional Software Company

Illustrative board discussion | All figures are examples
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02Consulting Storyline Deck

We should automate the handoffs that cause the longest launch delays.

Decision sought: approve a phased pilot before committing to a broader platform change. All figures in this sample are illustrative.

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03Consulting Storyline Deck

Launch time could fall from 38 to 24 days through targeted automation.

days
38Baseline31Pilot24Target
TakeawayThe pilot and target are planning assumptions, not measured outcomes.
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04Consulting Storyline Deck

A phased rollout preserves flexibility while testing the value case.

Phased rollout

  • Automate intake and approval handoffs first
  • Measure cycle time before expanding scope
  • Retain the current operating platform

Full replacement

  • Change the entire workflow at once
  • Defer evidence until after migration
  • Take on broader delivery and adoption risk
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05Consulting Storyline Deck

The illustrative baseline points to material rework and savings potential.

38d
Current launch cycle, illustrative
22%
Current rework rate, illustrative
24d
Proposed launch target
$0.6m
Modeled annual savings at target
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06Consulting Storyline Deck

Three gates let the team validate results before scaling.

Weeks 1-2

Confirm baseline definitions and select pilot accounts

Weeks 3-6

Automate intake, routing, and approval handoffs

Weeks 7-10

Measure launch time, rework, and team adoption

Week 11

Decide whether to expand, revise, or stop

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07Consulting Storyline Deck

The pilot should answer three questions before further investment.

Speed

Does median launch time move toward the 24-day target?

Quality

Does rework decline without shifting effort to another team?

Adoption

Can teams complete the new workflow without manual workarounds?

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08Consulting Storyline Deck

Savings depend on sustained adoption, not automation alone.

Illustrative assumption: savings accrue only after the target workflow is adopted at scale.

  • Treat $0.6m in annual savings as a modeled scenario, not a committed result.
  • Track hours saved and capacity redeployed against the same baseline.
  • Pause expansion if quality or adoption misses the agreed pilot gates.
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09Consulting Storyline Deck

Approve the pilot and require evidence before a scale decision.

  1. Approve a ten-week onboarding automation pilot.
  2. Assign an operations owner to validate the baseline and measures.
  3. Review the results and expansion decision in week 11.
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